ALGER AI ENABLE & ADOPT ETF ALAI
$43.57
-3.2% 52w: $28.52 – $46.75
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data28.5237.6446.75
Jun 20, 2025 Jul 2, 2026
Institutional holders
68
-1 QoQ
13F value
$198.1M
+6.9% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns ALAI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | Wealth advisor | 1.2M | $38.2M | 0.6% | +35.9% |
| LPL Financial LLC | Bank broker | 1.1M | $35.8M | 0.0% | +11.0% |
| Goldstein Advisors, LLC | Wealth advisor | 682.0K | $22.5M | 2.5% | +12.0% |
| TRAPHAGEN INVESTMENT ADVISORS LLC | Wealth advisor | 318.8K | $10.5M | 0.9% | +2591.4% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 226.9K | $7.5M | 0.1% | +23.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 200.5K | $6.6M | 0.0% | +1.5% |
| ROYAL BANK OF CANADA | Bank broker | 158.0K | $5.2M | 0.0% | +3.8% |
| WELLS FARGO & COMPANY/MN | Bank broker | 138.1K | $4.6M | 0.0% | +25011.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 136.4K | $4.5M | 0.0% | +10.1% |
| Sunrise Financial Services, LLC | Wealth advisor | 111.7K | $3.7M | 2.6% | New |
| STIFEL FINANCIAL CORP | Diversified mechanical | 111.1K | $3.7M | 0.0% | +15.4% |
| Onyx Bridge Wealth Group LLC | Wealth advisor | 99.1K | $3.3M | 0.4% | +2.5% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 99.0K | $3.3M | 0.0% | -2.4% |
| NewEdge Advisors, LLC | Diversified mechanical | 97.8K | $3.2M | 0.0% | -21.1% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 97.1K | $3.2M | 0.0% | -17.0% |
| Proactive Wealth Strategies LLC | Wealth advisor | 81.7K | $2.7M | 0.5% | New |
| NWM ADVISORS, LLC | Wealth advisor | 73.9K | $2.4M | 2.2% | +3.8% |
| Noble Wealth Management PBC | Wealth advisor | 71.1K | $2.4M | 1.2% | -2.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 62.9K | $2.1M | 0.0% | +187.7% |
| Apollon Financial, LLC | Wealth advisor | 55.6K | $1.8M | 0.3% | +6.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 51.0K | $1.7M | 0.0% | +4.2% |
| Whipplewood Advisors, LLC | Wealth advisor | 50.6K | $1.7M | 0.9% | +4.0% |
| Sanctuary Advisors, LLC | Wealth advisor | 49.0K | $1.6M | 0.0% | -3.2% |
| Berbice Capital Management LLC ★2 | Fundamental diversified | 46.9K | $1.6M | 1.0% | +34.2% |
| Private Advisor Group, LLC | Wealth advisor | 46.8K | $1.5M | 0.0% | +143.9% |
| &PARTNERS | Diversified mechanical | 45.3K | $1.5M | 0.0% | +18.1% |
| SMITH, MOORE & CO. | Wealth advisor | 43.0K | $1.4M | 0.1% | +254.3% |
| Independent Advisor Alliance | Wealth advisor | 41.4K | $1.4M | 0.0% | New |
| JANE STREET GROUP, LLC | Market maker | 39.4K | $1.3M | 0.0% | +106.3% |
| CFO CAPITAL MANAGEMENT LLC | Other | 35.0K | $1.2M | 1.0% | +3.8% |
| PCG Wealth Advisors, LLC | Wealth advisor | 34.4K | $1.1M | 0.3% | +11.0% |
| Colonial River Investments, LLC | Other | 32.7K | $1.1M | 0.4% | +6.2% |
| FRED ALGER MANAGEMENT, LLC | Other | 28.1K | $929K | 0.0% | +11.3% |
| Western Wealth Management, LLC | Wealth advisor | 27.4K | $905K | 0.0% | +54.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 27.2K | $897K | 0.0% | +5.9% |
| Kingsview Wealth Management, LLC | Wealth advisor | 25.8K | $854K | 0.0% | -6.6% |
| HighTower Advisors, LLC | Diversified mechanical | 25.7K | $849K | 0.0% | +0.3% |
| IHT Wealth Management, LLC | Wealth advisor | 23.3K | $769K | 0.0% | +8.4% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | Other | 23.1K | $762K | 0.0% | +2.6% |
| Aurora Private Wealth, Inc. | Wealth advisor | 20.9K | $753K | 0.5% | -65.6% |
| Brookwood Investment Group LLC | Wealth advisor | 18.7K | $618K | 0.1% | +199.9% |
| FLAGSHIP HARBOR ADVISORS, LLC | Wealth advisor | 17.9K | $592K | 0.0% | New |
| OPPENHEIMER & CO INC | Diversified mechanical | 17.7K | $584K | 0.0% | New |
| PMG Wealth Management, Inc. | Wealth advisor | 17.3K | $573K | 0.4% | -0.5% |
| Triton Wealth Management, PLLC | Wealth advisor | 14.3K | $479K | 0.2% | -40.7% |
| Equitable Holdings, Inc. | Wealth advisor | 12.1K | $438K | 0.0% | -56.7% |
| Sankala Group LLC | Wealth advisor | 12.7K | $407K | 0.3% | +30.6% |
| Mutual Advisors, LLC | Wealth advisor | 10.9K | $359K | 0.0% | +5.5% |
| National Philanthropic Trust | Other | 10.7K | $353K | 0.0% | Held |
| Atria Investments, Inc | Wealth advisor | 9.8K | $322K | 0.0% | -65.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.